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Adding field workers as application users

Suggest edit Updated on February 16, 2021

 

Pega Field Service resources consist of field workers who are registered users of the application. As a prerequisite, you must configure the default email account to manage your business communications. For more information, see Email Account form - Completing the Email Account tab. After you configure your business' email account, you must create the field worker User ID in the Field Service Admin portal. By default, the field worker's email address is considered to be their User ID.

To add field workers as application users, you must enable the "ExternalInviteUser" operator. For more information on enabling operators, see the Pega Field Service Installation guide on the product page.

To add a field worker from the Field Service Admin portal, complete the following steps.

  1. Log in to the Pega Field Service application.
  2. In Designer Studio, click Launch > Field Service Admin.
  3. In the navigation pane, click Organization.
  4. To add a new field worker, click the Field Workers tab and then click the Create field worker icon.
  5. Complete the fields in the Create Field worker form.
  6. Enter the email address of the field worker in the Email field and click Send invitation.
    The application sends an email notification to the field worker with a link to an external website where the field worker can register as a user.
  7. Once the field worker has created an application login password, click Create.
Pega Field Service does not support field workers resetting their passwords. To reset a password, the field worker must contact the system administrator.
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